Concinnus Financial

Finance · Idaho, United States · 1-10 Employees

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Overview

Headquarters

1395 N Kaniksu St, Post Falls, Idaho, 83...

Phone Number

(509) 220-1895

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Jun
ZI Rank
1
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About Concinnus Financial

Concinnus Financial is a fee-only investment advisor based in Post Falls, ID, providing a comprehensive range of financial services including investment management, retirement planning, tax preparation, and bookkeeping. The company caters to individuals, families, and small businesses, focusing on simplifying their financial situations while offering proactive updates. Utilizing advanced investment and communication technologies, they ensure clients are informed about global changes affecting their assets. Concinnus Financial emphasizes financial education, helping clients develop personalized financial roadmaps to achieve their goals.Explore more
Concinnus Financial's Social MediaPopular SearchesConcinnus Financial IncConcinnus FinancialConcinnity Financial IncConcinnity FinancialNicholas RossolilloSIC Code 62,628NAICS Code 52,523Show more

Concinnus Financial Org Chart

PhoneEmail
MM
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Director, Tax Services

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NR
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Portfolio Manager & Investment Advisor

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EM
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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Concinnus Financial

<$5M
1-10
Private
-
2014
MM
Molly MartinDirector, Tax Services
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2003
DS
Daniel SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
<$5M
1-10
Private
-
2000
Andrew Bos, President at Eastown Financial Services
Andrew BosPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Concinnus Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Concinnus Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Concinnus Financial.

Concinnus Financial Tech Stack

A closer look at the technologies used by Concinnus Financial

Top Finance Companies

Frequently Asked Questions Regarding Concinnus Financial

What is Concinnus Financial's official website?
Concinnus Financial's official website is www.concinnusfin.com
What is Concinnus Financial's Revenue?
Concinnus Financial's revenue is <$5 Million
What is Concinnus Financial's SIC code?
Concinnus Financial's SIC: 62,628
What is Concinnus Financial's NAICS code?
Concinnus Financial's NAICS: 52,523
How many employees does Concinnus Financial have?
Concinnus Financial has 1-10 employees
What industry does Concinnus Financial belong to?
Concinnus Financial is in the industry of: Finance, Securities Trading
What is Concinnus Financial competition?
Concinnus Financial top competitors include: Fountainhead Wealth, Eastown Financial Services, Meridian Wealth Advisors, Sopher Financial Group
What technology does Concinnus Financial use?
Some of the popular technologies that Concinnus Financial uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
How do I contact Concinnus Financial?
Concinnus Financial contact info: Phone number: (509) 220-1895 Website: www.concinnusfin.com
What does Concinnus Financial do?

Concinnus Financial is a fee-only investment advisor based in Post Falls, ID, providing a comprehensive range of financial services including investment management, retirement planning, tax preparation, and bookkeeping. The company caters to individuals, families, and small businesses, focusing on simplifying their financial situations while offeri... ng proactive updates. Utilizing advanced investment and communication technologies, they ensure clients are informed about global changes affecting their assets. Concinnus Financial emphasizes financial education, helping clients develop personalized financial roadmaps to achieve their goals.Read More

What are Concinnus Financial social media links?
Concinnus Financial Linkedin page Concinnus Financial Twitter page Concinnus Financial Facebook page
Is Concinnus Financial a public company?
Concinnus Financial is private company therefore does not currently have an official ticker symbol
See more information about Concinnus Financial

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